Customer Payments
Give customers a convenient way to complete eligible project payments through their Customer Connect experience.
Customer Payments for Home Services
A Customer Payment Portalfor Home Service Businesses
Customer Connect gives customers a convenient path to complete eligible project payments and purchases while keeping those actions connected to estimates, approvals, signatures, and the rest of the customer journey.
What is a home services payment portal?
Make customer payments part of the project experience.
A customer payment portal gives customers an online place to complete eligible payments related to a home service project.
Customer Connect is designed to connect those payment actions with the rest of the customer journey, including estimates, approvals, signatures, project updates, communication, and eligible purchases.
Instead of treating payment as a disconnected transaction, the customer can move through a more organized experience where project information and required actions stay connected.
Customer Payment Features
Connect payments to the actions that move a project forward.
Customer Connect helps businesses create a clearer path between estimate approval, required signatures, eligible payments, and the next stage of the customer relationship.
Connected to Approvals
Keep eligible payment steps connected to estimates, approvals, signatures, and the rest of the customer journey.
Clear Payment Activity
Help customers understand when a payment is required and keep payment-related activity connected to their project.
Cash & Carry Purchases
Support eligible customer purchases through the portal, including Cash & Carry ordering where enabled by the business.
Revenue Attribution
Track eligible revenue completed through Customer Connect while keeping business revenue associated with the participating company.
Business-Connected Processing
Customer payments can be connected to the participating business payment setup rather than treating Customer Connect as the seller of the underlying service.
A Clearer Payment Journey
Help customers understand when it is time to pay and what happens next.
Payment friction often comes from unclear next steps. Customer Connect can keep eligible payment actions connected to project status, approvals, documents, and customer communication.
A connected payment experience can help:
Keep eligible payment actions easier to find
Connect payment requirements to estimate approvals
Require applicable signatures before payment
Reduce confusion about what the customer needs to do next
Keep payment activity connected to the customer project
Connected Customer Actions
From approval to payment without losing the customer journey.
Review
Customer reviews the estimate or project details.
Approve
Customer completes the required approval step.
Sign
Required signatures are collected when applicable.
Pay
The customer completes the eligible payment step.
Connect Payments to the Customer Journey
Payments work better when approvals, communication, and next steps stay connected.
Customer Connect ties eligible payments to estimate approvals, customer communication, project visibility, reviews, referrals, and the broader home service customer experience.
Customer Experience
See how payments fit into the complete home service customer journey.
Customer Portal
Give customers one place for project information, actions, and eligible payments.
Communication
Keep payment-related questions connected to the broader customer conversation.
Estimate Approvals
Connect approved work and required signatures to eligible payment steps.
Reviews & Referrals
Continue the customer relationship after project completion and payment.
Payments for Contractors & Home Services
Built for businesses where customer payments are part of a larger project.
Customer Connect can support service businesses where customer approvals and payments happen throughout the project lifecycle.
Customer Connect
Make customer payments part of one connected experience.
Explore Customer Connect pricing or schedule a demo to see how payments fit into the complete customer journey.